Resource Planning Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $512K | Buy |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $915K | Sell |
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|
2021
Q2 | $921K | Buy |
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|
2021
Q1 | $514K | Hold |
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|
2020
Q4 | $485K | Hold |
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|
2020
Q3 | $434K | Sell |
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|
2020
Q2 | $409K | Buy |
|